Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Chris Lang

Client Service Specialist

Erin Larsen

Client Service Specialist

Portland – South

Erin Wheatcraft, FPQP™

Client Service Manager, Wealth Path Group

Portland – South

Jill Abell - Sr. Client Service Specialist

Jill Abell

Sr. Client Service Specialist

Korina Kaio-Maddox

Korina Kaio-Maddox

Manager, Client Service

Portland, Portland – South

Laurie Macielinski

Client Service Specialist

Portland – South

Lily Jackson

Client Service Specialist

Mary Hamshou

Mary Hamshou

Sr. Manager, Client Service

Bellevue, Portland, Portland – South

Michon McCabe

Client Service Specialist

Portland – South

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